Amazon's demand-side platform is pulling DTC ad budgets away from Meta and Google by offering purchase-intent data no other platform can match — but its real value depends heavily on whether a brand already sells on Amazon.
U.S. retail media ad spend has surpassed $60 billion, but independent DTC merchants on Shopify, WooCommerce, and BigCommerce face structural disadvantages versus large CPG advertisers — and rising CPCs, questionable attribution, and unequal platform access are prompting a rethink of channel strategy heading into Q4 2026.
Frustrated by stubbornly high Meta CPMs and murky Advantage+ reporting, a growing number of direct-to-consumer brands are diverting performance ad dollars into connected television. Early movers in home goods, fitness equipment, personal care, pet care, and subscription food report measurable lift — but the channel demands a patience and planning discipline that conflicts with how most DTC growth teams are wired.
